|
1
|
Northern Trust
Chicago,
Illinois
|
$619M
|
-$89.5M
|
-2,210,921
|
-13%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$231M
|
-$25.9M
|
-639,552
|
-10%
|
|
|
3
|
|
$19.1M
|
-$1.92M
|
-47,555
|
-9%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$14.9M
|
+$1.8M
|
+44,426
|
+14%
|
|
|
5
|
VeraBank
Henderson,
Texas
|
$14.8M
|
+$47.4K
|
+1,172
|
+0.3%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$14.8M
|
-$9.6M
|
-236,642
|
-40%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
-$2.51M
|
-62,040
|
-16%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$4.35M
|
+107,399
|
+73%
|
|
|
9
|
Citizens Business Bank
Ontario,
California
|
$10M
|
–
|
–
|
–
|
|
|
10
|
Confluence Wealth Management
Portland,
Oregon
|
$9.6M
|
+$1.06M
|
+26,200
|
+13%
|
|
|
11
|
|
$9.29M
|
+$1.8M
|
+44,564
|
+25%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$8.99M
|
+$1.62M
|
+40,050
|
+23%
|
|
|
13
|
Shone Asset Management
Walnut Creek,
California
|
$7.02M
|
+$590K
|
+14,589
|
+10%
|
|
|
14
|
Bridges Investment Management
Omaha,
Nebraska
|
$6.43M
|
-$26.1K
|
-645
|
-0.4%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.94M
|
+$22.7K
|
+562
|
+0.4%
|
|
|
16
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$5.15M
|
-$3.12M
|
-77,142
|
-39%
|
|
|
17
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$5.02M
|
-$474K
|
-11,719
|
-9%
|
|
|
18
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$4.96M
|
-$2.11M
|
-52,085
|
-31%
|
|
|
19
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.9M
|
-$1.26M
|
-31,135
|
-21%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.79M
|
+$252K
|
+6,227
|
+6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.06M
|
+$2.51M
|
+62,046
|
+182%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.9M
|
-$1.34M
|
-33,020
|
-26%
|
|
|
23
|
Magnus Financial Group
New York
|
$3.69M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.54M
|
+$40.2K
|
+992
|
+1%
|
|
|
25
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$3.36M
|
+$575K
|
+14,216
|
+22%
|
|
